A couple of years ago, we told you about two companies that had developed what could be best described as Star Wars droid couriers. It seemed pretty niche at the time. Now we learn that there are more than a half-dozen startups offering delivery robot services, which seems to be part of a larger trend […]
The world has a very bad and serious case of cooties – and no one wants to catch it. That means many people have turned into hermits, avoiding contact at all costs. But this is the 21st century, so today’s recluse needs stuff, lots and lots of stuff. Naturally, e-commerce continues to soar (as Amazon […]
Investing in a company with no revenues is like fronting some guy you don’t know 50 bones for a sack of chronic. First, you need to trust that he’ll actually return with your product. If he does return, you’re hoping it’s the skunk he promised, and not some Mexican brick weed. If he does return […]
While we may not be able to explain the strong performance of the stock market year-to-date, we can understand why certain technologies are accelerating their rate of adoption. Telecommunications tools like Zoom, modular factory robots like Bright Machines, and autonomous last-mile delivery drones are all seeing strong interest from investors as we get used to […]
ARTICLE HIGHLIGHTS TABLE OF CONTENTS Why Is Robotics Important? Where is Robotic Technology Today? Drone Stocks and Companies Drone Delivery Industrial Drones Military and Security Drones Consumer Drones and Other Types of Drones Where Are the Drone Stocks? Investing in Autonomous Vehicles Levels of Autonomy What do Autonomous Vehicles Need to Work? Autonomous Trucking Autonomous […]
About four years ago, we first discussed a technology called LiDAR, and in that piece we talked about a startup called Velodyne whose LiDAR products were being used in 25 different self-driving car programs at the time. Today, Velodyne has emerged as a leader in the LiDAR space having advanced surprisingly far in just under […]
Imagine if you could analyze trillions of data points using machine learning algorithms to come up with a list of the absolute best startups to invest in. That’s no small task as there are an estimated 23,000 startups in Silicon Valley alone. One startup called SignalFire is doing just that by taking unstructured data from over 2 million data sources and then using […]
The low-hanging fruit of autonomous driving would have to be semi trucks. They’re predominantly driven on highways which present fewer challenging conditions than city driving. They ply the same routes, over and over. (Nearly 80% of truck freight goods hauled in the U.S. are moved via 10% of the nation’s trade corridors.) And the shortage […]
Earlier this month, we broke down the upcoming public offering from Rocket Lab, which is really the only private space company other than SpaceX that is consistently conducting commercial launches. They also share one other key element – both companies believe reusable rockets represent the future of the commercial launch industry. And they’re not alone. […]
Last year, we decided to add the German IoT company TeamViewer (TMV.F) to our Disruptive Tech Portfolio. It scratched all of the right itches – highly profitable with a 100% subscription model, crazy growth across different metrics, strong regional diversification, and foreign currency exposure. (It also doesn’t suffer from the ARK effect.) Its connectivity platform […]